EMPOWERING YOU TO ACHIEVE YOUR HIGHEST POTENTIAL

ONGOING SUPPORT, GUIDANCE, AND COLLABORATION FOR DRIVEN FINANCIAL ADVISORS

At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day. We believe that growth isn’t just about numbers, it's about keeping promises to our clients and each other. We live the National Life Group mission --‘Do Good. Be Good. Make Good.’—by contributing to our firm, our cause and our communities.

We are seeking entrepreneurial candidates who are motivated in their ability to make an impact in people’s lives and help their clients do the planning needed to help achieve their long-term financial goals. Our team will guide an individual’s drive into a thriving and purposeful financial practice. You will be in business for yourself, but not by yourself.

INEXPERIENCED FINANCIAL PROFESSIONALS

You seek adaptability tailored to your way of life and the chance to create an impact. We're on the hunt for individuals eager to assist others with products safeguarding life's most precious: our loved ones.

EXPERIENCED ADVISORS

Why do seasoned producers like you choose to be independent? We pride ourselves on our relationship with National Life Group who we can count on with their in-house advanced market support, whereas many firms outsource. With our collective experience, we excel at simplifying complex matters for our clients. Additionally, through our CPA Advantage program we thrive by fostering mutually beneficial relationships between financial professionals and CPAs.

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Wherever you are on your professional journey, we’re here to help you become the best version of yourself. If you’re ready to join an elite team of professionals who will encourage and challenge you to reach your potential, we’d love to talk to you.

Executive Assistant to the CEO

Charlotte, NC

Full Time

Experienced

Executive Assistant to the CEO
Stone Press Financial Group
Charlotte, NC Hybrid Schedule

Stone Press Financial Group is seeking a highly organized, proactive, and polished Executive Assistant to directly support executive leadership in a fast-paced and growing financial services environment. This role is ideal for a professional who thrives in executive-level support, anticipates needs before they arise, and enjoys being a strategic partner to leadership operations.

This is a hybrid position based in our Charlotte office, requiring in-office attendance three days per week with two flexible remote workdays.

Compensation & Benefits
• Salary Range: $65,000–$75,000 annually
• Medical Insurance
• Retirement Benefits
• Ancillary Benefits
• Hybrid/Flexible Work Schedule
• Professional Growth Opportunities

Position Overview
The Executive Assistant to the CEO will serve as a key operational and administrative partner to executive leadership, supporting scheduling, communication, meeting preparation, office coordination, and leadership initiatives. The ideal candidate demonstrates professionalism, discretion, strong communication skills, and the ability to manage multiple priorities with excellence.

Key Responsibilities
• Manage and maintain executive calendars, appointments, and scheduling priorities
• Coordinate executive meetings, Zoom calls, leadership events, and boardroom logistics
• Prepare meeting materials, presentations, agendas, and follow-up items
• Assist with executive communications and correspondence on behalf of leadership
• Coordinate travel arrangements, itineraries, and executive scheduling needs
• Support office operations, client hospitality, and executive event coordination
• Maintain confidentiality regarding sensitive business and personnel matters
• Serve as a professional point of contact for clients, advisors, vendors, and leadership partners
• Assist with onboarding coordination, operational support, and special projects
• Help maintain organization across executive priorities, internal systems, and administrative processes

Qualifications
• 3+ years of executive assistant or high-level administrative experience preferred
• Experience supporting C-suite or senior leadership strongly preferred
• Strong organizational and time management skills
• Excellent written and verbal communication abilities
• Ability to manage competing priorities in a fast-paced environment
• High level of professionalism, discretion, and confidentiality
• Proficiency in Microsoft Office, Zoom, Calendly, Canva, scheduling platforms, and administrative systems
• Financial services or professional office experience preferred but not required

Preferred Traits
• Detail-oriented and highly organized
• Resourceful and proactive problem solver
• Strong follow-through and sense of urgency
• Positive attitude with a team-first mindset
• Professional presence and polished communication
• Ability to work independently while supporting executive leadership initiatives

If you are looking to join a growing organization where your work directly impacts executive leadership, operations, and client experience, we would love to connect with you.
To apply, please submit your resume and professional contact information.

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